Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Theresa Bedard
Sr. Operations Manager, Financial Planning
Tyler Bauer, CFP®
Wealth Strategist
Victoria O’Tool
Financial Planner
Wil Brown
Financial Planner
Will Bridges
Financial Planner
William (Irish) Harrigan
Financial Planner
William Flanders
Financial Planner
William Thompson
Wealth Strategist
Zach Crawford
Financial Planner
Zach Giltner, CFP®
Financial Planner
Zachery Wingate
Wealth Strategist
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Amber Murphy
Senior Investment Strategist
Aplavya (AZ) Gupta
Portfolio Manager
Austin Burks, CFA®
Sr. Portfolio Manager
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Camille McCalla, MS
Portfolio Consultant
Craig Weidenfeller
Portfolio Operations Manager
